ClaudeSuperPower
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update-deal

Skill

Updates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link contacts to deal", or "/updat

0Sales

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/update-deal

What is update-deal?

Updates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link contacts to deal", or "/update-deal". Accepts a deal ID or company name (will search if no ID provided). Only the fields explicitly provided are changed — all other fields are left untouched.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

~116 tokens of context used while enabled, before you invoke anything

All declared tools (1)
mcp__carta__crm_call_tool

Documentation

README · ~2 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Overview

Partially update an existing deal. Only fields provided are modified — this is a partial update, not a replacement. First resolve the deal ID, collect what to change, then call the update tool.

Step 1 — Resolve the deal ID

If the user provided a deal ID directly, use it and skip to Step 3.

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